Roll over to the Bloomwell 529 Education Savings Plan.

It’s easy to roll over another 529 plan and start enjoying all the great benefits Bloomwell has to offer.

Easy as 1-2-3

  1. Review your other 529 plan with your tax or financial professional. Consider any surrender charges or penalties a rollover may impose.

  2. Open your Bloomwell account, if you don’t have one already.

  3. Complete the Incoming Rollover Form.1

    • Obtain a Medallion Signature Guarantee on the form to confirm your identity and the transfer of securities.
    • Attach a copy of the latest statement from your current 529 plan.
    • Mail the form to the address below and we’ll handle the rest.

      Bloomwell 529 Education Savings Plan
      1248 O Street, Suite 200
      Lincoln, NE 68508

Ready to get started?

Enroll Today